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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-118
Closed -$11.7K – 319
2023
Q1 		$11.7K Buy
+118
New +$11.5K 0.01% 214

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s STIP Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares 0-5 Year TIPS Bond ETF (STIP) in Q2 2023, closing a stake of 118 shares — an estimated $11.7K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in STIP in Q1 2023 and held it in 1 quarter. The position peaked at $11.7K in Q1 2023. 609 funds tracked by Wall St. Rank hold STIP as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares 0-5 Year TIPS Bond ETF position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 118 iShares 0-5 Year TIPS Bond ETF shares in Q2 2023, an estimated $11.7K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares 0-5 Year TIPS Bond ETF position peaked at $11.7K in Q1 2023.
  • 609 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.